Course length: 1/2-day

Course Overview

Pivot Tables are used to analyze, explore, and present large amounts of data that can be summarized by counts, sums, and averages. Pivot Tables are used to see comparisons, patterns, and trends in data. This course will lead you through the basics of creating Pivot Tables to summarizing the data. Calculating fields and items allows users to gain further insights into their data. With the addition of Pivot Charts, Slicers, and Timelines, users will be able to explore their data interactively.

Prerequisites

Excel Level 1 or equivalent knowledge

Excel Level 2 or equivalent knowledge

Outline

Introduction to Pivot Tables

  • Inserting Pivot Tables
  • Adding Data

Value Field Settings

  • Summarize Values By
  • Show Values As
  • Number Formatting

Field, Items & Sets

  • Calculated Fields
  • Calculated Items

Sorting and Filtering Data

  • Basic Filters and Sorts
  • Text Filters
  • Value Filters
  • Report Filter Pages
  • Slicers and Timelines

Pivot Charts

Grouping Items

  • Grouping Selections
  • Grouping Fields

Formatting Reports

  • Subtotals and Grand Totals
  • Report Layouts

Updating Data